Product Success Team

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  • Set up automation for credit card expiration

    You can set up billing triggers that help you proactively communicate with a customer when their card is about to expire. This type of follow up will reduce auto-charge failures due to expired cred...

  • Set up automation for an autocharge

    Max Classic automatically charges a credit card when a customer makes a one-time purchase and elects to pay in multiple installments (payment plan) or when they purchase a subscription program that...

  • Set up a payment plan

    You can offer payment plans as an option instead of paying for a good or service all at once. You can define the number of installments and number of days between payments. You also have the option...

  • Change The Default Shipping And Billing Country For Online Orders

    The default country is pre-selected when a customer checks out through your Max Classic Shopping Cart or Order Form. You can change the default country in the Order Settings.Go to E-Commerce > Sett...

  • Sales Tax

    Max Classic can automatically calculate and apply Country, State, and City sales tax to online and offline orders. Taxes are determined by the tax laws of your country, state, city, or province. If...

  • Billing Settings

    We use the Billing Settings to define global defaults for payments. Go to E-Commerce > Settings in the main navigation menu Click on Orders in the settings menu. In the Billing section, you can rev...

  • Video: E-Commerce Actions Overview

    The actions area is where you can set up internal commands that respond and take actions when someone purchases or for billing. This takes the manual work out of the follow-up that happens when eit...

  • Payment migration tool

    Migrate to a new payment processorWhat payments are migrated with this tool?What if I am connected to multiple processors? What is moved then?I keep seeing the migration message in my settings even...

  • Strong Customer Authentication FAQ

    Strong Customer Authentication is a rule that went into effect on September 14, 2019 as a part of the PSD2 regulation in Europe. It requires changes to how European customers authenticate online pa...

  • Add Shipping Address to Invoices and Quotes

    Some countries require invoices and quotes to include a shipping address so that taxes can be calculated accurately based on where the product is delivered or service is rendered.Changing this sett...